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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,693 | $168,636-94.8% | $147,618-94.1% | $125,388-93.1% |
| Participation rate | 47.1% | 88.8%-41.7pp | 84.6%-37.6pp | 83.2%-36.1pp |
| Annual return | -6.49% | 77.65%-84.1pp | 61.98%-68.5pp | 282.24%-288.7pp |
| Employer contribution / active EE | $1,998 | $6,252-68.0% | $5,565-64.1% | $4,866-58.9% |
| Participant deferral / active EE | $3,750 | $5,507-31.9% | $4,895-23.4% | $5,352-29.9% |
| Admin fee / account holder | $2,880 | $13,580-78.8% | $11,612-75.2% | $9,541-69.8% |